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Douglass Winthrop Advisors’s U-Haul Holding Co UHAL Stock Holding History

Douglass Winthrop Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,000
Closed -$491K – 276
2017
Q4 		$491K Hold
13,000
– – 0.03% 168
2017
Q3 		$487K Hold
13,000
– – 0.03% 172
2017
Q2 		$476K Buy
13,000
+2,000
+18% +$72.5K 0.03% 166
2017
Q1 		$419K Buy
+11,000
New +$413K 0.03% 176

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Douglass Winthrop Advisors's UHAL Position: Q1 2018 in Review

Douglass Winthrop Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 13,000 shares — an estimated $491K sold.

Douglass Winthrop Advisors first reported a position in UHAL in Q1 2017 and held it in 4 quarters. The position peaked at $491K in Q4 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

  • Douglass Winthrop Advisors reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 13,000 U-Haul Holding Co shares in Q1 2018, an estimated $491K.
  • Douglass Winthrop Advisors first reported a position in U-Haul Holding Co in Q1 2017 and held it in 4 quarters.
  • Douglass Winthrop Advisors's U-Haul Holding Co position peaked at $491K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2018, filed 8 May 2018.